Top Performing Small Value ETFs 2014

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Small value ETFs are investing in undervalue U.S. companies stocks with small market capitalization. Most of the time, the stock price is trading lower than its book value. These exchange traded funds may provide high dividend yield for income.

Best Stock Exchange Traded Funds

small value etfsThese top small value funds are selected based on its YTD performance in 2014. Unlike mutual fund, these exchange traded funds don’t have a sales load or a transaction fee. You can find the fund review and other fund information below such as the yield, expense ratio, fund manager, top holdings, top sectors, etc.

YTD top performing small value ETFs 2014 are:
  1. PowerShares S&P SmallCap Low Volatility ETF (XSLV) 10.9%
  2. Vanguard Small-Cap Value ETF (VBR) 10.85%
  3. iShares Morningstar Small-Cap Value ETF (JKL) 10.13%
  4. Guggenheim S&P MidCap 400 Pure Value ETF (RFV) 8.48%
  5. WisdomTree SmallCap Dividend ETF (DES) 7.39%
  6. iShares S&P Small-Cap 600 Value ETF (IJS) 7.38%
  7. Vanguard S&P Small-Cap 600 Value ETF (VIOV) 7.26%
  8. First Trust Mid Cap Value AlphaDEX ETF (FNK) 6.2%
  9. PowerShares Fundamental Pure Small Value ETF (PXSV) 5.31%
  10. iShares Russell 2000 Value ETF (IWN) 4.22%
  11. Vanguard Russell 2000 Value ETF (VTWV) 4.16%
  12. First Trust Small Cap Val AlphaDEX ETF (FYT) 3.44%
  13. Guggenheim S&P SmallCap 600 PureValue ETF (RZV) 1.68%
  14. SPDR S&P 600 Small Cap Value ETF (SLYV) 1.14%
  15. PowerShares Zacks Micro Cap ETF (PZI) -3.49%

PowerShares S&P SmallCap Low Volatility ETF

This top small value ETF is based on the S&P SmallCap 600 Low Volatility Index. The current dividend yield is 2.10%. It has low total assets of $57 million. The expense fee is 0.34%. In 2014, the year-to-date return is 10.90%.

More: Top Small Growth ETFs 2014

Top 5 stocks in its portfolio are Capstead Mortgage Corp, Proassurance Corp, ALLETE Inc, Acadia Realty Trust, and Piedmont Natural Gas Co. Top 3 sectors are real estate, financial services, and utilities.

Vanguard Small-Cap Value ETF

Vanguard Small-Cap Value ETF is a five-star ETF. The current share price is $106.05. It has a dividend yield of 1.72%. With total assets of $4.82 billion, it has a low expense fee of 0.09%.

More: Best Vanguard ETFs 2014

This best performing small value ETF has YTD return of 10.85% in 2014. It has returned 21.24% over the past 3 year, and 16.23% over the past 5 year. Top 3 equities in its assets are Alaska Air Group Inc, Snap-on Inc, and Arthur J Gallagher & Co.

iShares Morningstar Small-Cap Value ETF

iShares Morningstar Small-Cap Value ETF has $425 million of assets. This top small value ETF has 5 star rating. With expense fee of 0.30%, it has a yield of 1.86%.

Fund Performance


NoETF NameSymbolExpense Ratio (%)Market Return YTD
1PowerShares S&P SmallCap Low Volatility ETFXSLV0.2610.9
2Vanguard Small-Cap Value ETFVBR0.0910.85
3iShares Morningstar Small-Cap Value ETFJKL0.3010.13
4Guggenheim S&P MidCap 400 Pure Value ETFRFV0.358.48
5WisdomTree SmallCap Dividend ETFDES0.387.39
6iShares S&P Small-Cap 600 Value ETFIJS0.257.38
7Vanguard S&P Small-Cap 600 Value ETFVIOV0.207.26
8First Trust Mid Cap Value AlphaDEX ETFFNK0.706.2
9PowerShares Fundamental Pure Sm Val ETFPXSV0.395.31
10iShares Russell 2000 Value ETFIWN0.254.22
11Vanguard Russell 2000 Value ETFVTWV0.24.16
12First Trust Small Cap Val AlphaDEX ETFFYT0.73.44
13Guggenheim S&P SmallCap 600 PureValue ETFRZV0.351.68
14SPDR S&P 600 Small Cap Value ETFSLYV0.251.14
15PowerShares Zacks Micro Cap ETFPZI0.7-3.49

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